Global trade markets are moving fast after Presidents Trump and Xi announced a one-year truce in ongoing tariff negotiations — a major step toward stabilizing U.S.–China relations after months of escalating duties and retaliations.

Welcome to the second edition of the JR Global Newsletter. It’s Week 44, and as global trade continues to evolve, there’s plenty happening across our industry and within our network — so let’s dive in.

In this issue, I’ll be sharing insights in “The Forecast” on a growing area of opportunity: Foreign-to-Foreign market movements, a segment that’s rapidly redefining the landscape of international logistics.

On August 1, 2025, the Trump administration will implement a sweeping set of reciprocal tariffs, impacting dozens of countries and industries. These tariffs—ranging from 15% to 50%—are aimed at rebalancing trade relationships, generating domestic revenue, and pressuring foreign governments to lower their own trade barriers. In this post, we break down the administration’s strategy, the official White House tariff chart, global reactions, and what importers and exporters need to know to stay ahead of these major changes.

As global trade remains a cornerstone of business operations, changes in trade policy can have widespread implications for companies and consumers alike.

Recent shifts in global trade policy have introduced new tariffs across a range of sectors, challenging importers and exporters to reassess operational costs and compliance strategies.

In today’s rapidly evolving logistics landscape, artificial intelligence (AI) and predictive analytics are transforming traditional supply chain operations.